Download Importing

Import Data From Text Files and
Other Sources
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Importing is the process of inserting data
from another application
Data may be in an Access database, in a text
file format, or stored on a mainframe
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Import Data From Text Files
and Other Sources
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Text file data is often imported into Excel for use
in a spreadsheet
Text files are made up of letters, digits, and
punctuation, including spaces
Comma Separated Value (CSV) files contain
fields separated by commas and rows separated
by a newline character
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Import Data From Text Files and
Other Sources
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Both text and CSV formatted files are used to
exchange data between different applications
A delimiter is a character used to separate
one column from another in a text file
The most common delimiters in a text file are
commas or tabs
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Import Data From Text Files and
Other Sources
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This figure shows comma delimited text file before and after
being imported into an Excel worksheet
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Import Data From Text Files and
Other Sources
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Often necessary to import an Access database into
Excel to analyze the data in more detail
Access databases may be imported in three ways:
as a table, as a PivotTable Report, or as a
PivotChart
When importing an Access database into Excel
maintain a live connection to the data
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Changes in the Excel spreadsheet automatically updates
the database
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Import Data From Text Files and
Other Sources
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Data can be imported from sources other
than text files and Access databases
The From Other Sources command on the
Get External Data group lists several types
of sources
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Import Data From Text Files
and Other Sources
SQL Server
Create a connection to a SQL Server Table and
import data as a table or PivotTable report
Analysis Services
Create a connection to a SQL Server Analysis
Services cube. Import data as a table or
PivotTable report
XML Data Import
Open or map an XML file into Excel
Data Connection WizardImport data for an unlisted format by using the
Data Connection Wizard or OLEDB
Microsoft Query
Import data for an unlisted format by using the
Microsoft Query Wizard and ODBC
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Create and Delete PivotTables and
PivotCharts
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A PivotTable is a way to quickly summarize
large amounts of data by:
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Querying large amounts of data in user-friendly
ways
Subtotaling numeric data, summarizing data, and
creating custom calculations
Expanding and collapsing levels of data to
facilitate focusing
Pivoting or moving rows to columns or columns to
rows to see different summaries of data
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Create and Delete PivotTables and
PivotCharts
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A PivotChart is a graphical representation of
data in a PivotTable
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enables you to visually present the data in a
report
always has an associated PivotTable that has a
corresponding layout
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Create and Delete PivotTables and
PivotCharts
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Create and delete PivotTables and
PivotCharts
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First, think about the design of the data table
itself
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Use meaningful column headings, accurate data,
and most important do not leave any blank rows in
your data table
One column must have duplicate values to create
categories for organizing and summarizing data
Another column must have numeric values
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Create and delete PivotTables and
PivotCharts
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The PivotTable Field List window is used to
add, remove or rearrange fields to a
PivotTable or a PivotChart
Displays two sections:
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A field section at the top shows fields from an
external data source and is used to add or remove
fields
A layout section at the bottom is used to arrange
and reposition fields
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Create and Delete PivotTables and
PivotCharts
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To design the PivotTable:
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Drag a field to the Report Filter area in the Field List or
right-click a field name and choose Add to Report Filter
Drag a field to the Column Labels or right-click a field and
choose Add to Column Labels to organize data into
columns
Drag a field to the Row Labels area of the Field List or
right-click a field and choose Add to Row Labels to
organize data into groups on rows
Drag a field to the Values area in the Field List or right-click
a field and choose Add to Values
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Format, sort, filter, subtotal and
refresh a PivotTable
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Add formatting to a PivotTable to enhance its
information value
Sort and filter your table to best analyze the
data
Most PivotTables subtotal and total the
values
PivotTables and PivotCharts are NOT
dynamic; you must refresh the reports
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Format, sort, filter, subtotal and
refresh a PivotTable
Formatting
PivotTables is
primarily done in
the PivotTable
Tools Design
tab.
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Format, sort, filter, subtotal and
refresh a PivotTable
Sorting and filtering
the PivotTable makes
the data more
manageable and
easier to analyze.
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Format, sort, filter, subtotal and
refresh a PivotTable
Displaying the
subtotals
draws
attention to the
totals
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Format, sort, filter, subtotal and
refresh a PivotTable
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Excel does not update PivotTables and
PivotCharts automatically
To refresh, right-click any cell in a PivotTable
and select Refresh
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